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Franklin Universal Trust (FT) Competitors

Franklin Universal Trust logo
$8.08 +0.03 (+0.37%)
Closing price 03:59 PM Eastern
Extended Trading
$8.07 -0.01 (-0.06%)
As of 06:36 PM Eastern
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FT vs. BTO, PDT, CGBD, DSU, PEO, RMT, ECC, CION, TYG, and IFN

Should you be buying Franklin Universal Trust stock or one of its competitors? The main competitors of Franklin Universal Trust include John Hancock Financial Opportunities Fund (BTO), John Hancock Premium Dividend Fund (PDT), Carlyle Secured Lending (CGBD), BlackRock Debt Strategies Fund (DSU), Adams Natural Resources Fund (PEO), Royce Otc Micro (RMT), Eagle Point Credit (ECC), CION Investment (CION), Tortoise Energy Infrastructure (TYG), and India Fund (IFN). These companies are all part of the "financial services" industry.

Franklin Universal Trust vs. Its Competitors

Franklin Universal Trust (NYSE:FT) and John Hancock Financial Opportunities Fund (NYSE:BTO) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, analyst recommendations, risk, media sentiment, institutional ownership, dividends, valuation and earnings.

Franklin Universal Trust pays an annual dividend of $0.51 per share and has a dividend yield of 6.3%. John Hancock Financial Opportunities Fund pays an annual dividend of $2.60 per share and has a dividend yield of 7.3%.

Franklin Universal Trust has a beta of 0.7, indicating that its stock price is 30% less volatile than the S&P 500. Comparatively, John Hancock Financial Opportunities Fund has a beta of 1.18, indicating that its stock price is 18% more volatile than the S&P 500.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Franklin Universal TrustN/AN/AN/AN/AN/A
John Hancock Financial Opportunities FundN/AN/AN/AN/AN/A

19.6% of John Hancock Financial Opportunities Fund shares are held by institutional investors. 7.8% of Franklin Universal Trust shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Franklin Universal Trust had 3 more articles in the media than John Hancock Financial Opportunities Fund. MarketBeat recorded 5 mentions for Franklin Universal Trust and 2 mentions for John Hancock Financial Opportunities Fund. John Hancock Financial Opportunities Fund's average media sentiment score of 1.80 beat Franklin Universal Trust's score of 1.30 indicating that John Hancock Financial Opportunities Fund is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Franklin Universal Trust
3 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
John Hancock Financial Opportunities Fund
2 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Company Net Margins Return on Equity Return on Assets
Franklin Universal TrustN/A N/A N/A
John Hancock Financial Opportunities Fund N/A N/A N/A

Summary

John Hancock Financial Opportunities Fund beats Franklin Universal Trust on 4 of the 6 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FT vs. The Competition

MetricFranklin Universal TrustFIN IndustryFinance SectorNYSE Exchange
Market Cap$202.31M$4.09B$12.71B$22.03B
Dividend Yield6.34%6.09%5.54%3.60%
P/E RatioN/AN/A30.1629.86
Price / SalesN/A24.6630.0366.06
Price / CashN/A17.6822.5724.43
Price / BookN/A1.272.294.64
Net IncomeN/A$187.53M$1.02B$1.01B
7 Day Performance0.61%0.79%0.34%0.54%
1 Month Performance2.14%2.34%0.41%3.12%
1 Year Performance7.88%4.77%539.27%15.34%

Franklin Universal Trust Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FT
Franklin Universal Trust
N/A$8.08
+0.4%
N/A+7.5%$202.31MN/A0.00N/ANews Coverage
Positive News
Dividend Announcement
Short Interest ↑
BTO
John Hancock Financial Opportunities Fund
N/A$36.01
+0.1%
N/A+9.8%$710.91M$158.32M0.002,719News Coverage
Positive News
PDT
John Hancock Premium Dividend Fund
N/A$13.30
+0.1%
N/A+0.1%$653.92M$108.25M0.00147,000Positive News
Dividend Announcement
CGBD
Carlyle Secured Lending
3.8571 of 5 stars
$12.40
-1.3%
$15.10
+21.8%
-29.5%$631.65M$232.59M10.33N/APositive News
Analyst Upgrade
DSU
BlackRock Debt Strategies Fund
N/A$10.54
+0.5%
N/A-5.4%$574.11MN/A0.00N/ADividend Announcement
PEO
Adams Natural Resources Fund
N/A$21.60
-1.2%
N/A-11.0%$567.25MN/A0.0018
RMT
Royce Otc Micro
N/A$10.29
-0.9%
N/A+9.7%$541.18M$89.62M0.00N/A
ECC
Eagle Point Credit
3.0969 of 5 stars
$6.54
+2.3%
$8.21
+25.6%
-31.9%$503.64M$179.77M59.51N/APositive News
CION
CION Investment
1.7381 of 5 stars
$9.46
-0.4%
$10.75
+13.6%
-20.8%$492.77M$252.43M-49.79N/AAnalyst Forecast
TYG
Tortoise Energy Infrastructure
N/A$43.10
+0.0%
N/A+5.9%$462.78MN/A0.00N/ANews Coverage
IFN
India Fund
N/A$14.64
+0.5%
N/A-18.4%$454.51M-$7.38M0.0021,000News Coverage

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This page (NYSE:FT) was last updated on 10/8/2025 by MarketBeat.com Staff
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